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  3. Initiatives and Cards Workflow Management

Initiatives and Cards Workflow Management

Description of the type of workflows and their practical implementation.

  • Outcomes (Managing Goals and OKRs)
  • What is an Initiative Workflow and How to Manage it?
  • What is an Initiative and How Does it Work?
  • How to Create Initiatives?
  • Overview of the Initiative Properties
  • How to Break Down an Initiative into Smaller Work Items? 
  • How to Create Dependencies Between the Initiatives?
  • What is a Cards Workflow and How to Manage it?
  • What is a Timeline Workflow and How to Manage it?
  • The Timeline Report Widget
  • How to Create Multiple Workflows on a Single Board?
  • How to Convert an Initiative into a Card and vice versa?
  • How to Relate Boards and Quickly Create New Linked Cards?
  • How to Archive Initiatives?
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